Ritholtz Wealth Management Expands National Presence with Opening of New Los Angeles Office



LOS ANGELES–(BUSINESS WIRE)Ritholtz Wealth Management (RWM), a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, today announced the opening of a new office in the Manhattan Beach neighborhood of Los Angeles, California. Building upon the recent opening of the firm’s Charlotte, North Carolina office, this latest expansion underscores the appeal of RWM’s sophisticated yet straightforward approach to financial planning and asset management.

Leading RWM’s new Los Angeles office is senior advisor Michelle Katzen, CFP®CDFA®, who brings 15 years of financial services experience. With over a decade spent serving clients, her background also includes stints at Toyota Financial Services, Union Bank and UBS. Notably, at Toyota Financial Services, she was part of the team that issued the auto industry’s first-ever asset-backed green bond in 2014. Katzen holds a Master of Financial Engineering from UCLA Anderson School of Business and a Bachelor of Science in Mathematics from Colorado State University. Her path to RWM was driven by her alignment with the firm’s values and her passion for delivering client-focused financial advice.

“After years of honing my skills and knowledge in the financial industry, I was looking for an environment that prioritized client service, growth and collaboration. What Josh, Barry, Kris and Michael have created is really special – their culture of excellence and dedication to client success resonated deeply with me,” said Katzen. “I am thrilled to lead our efforts in Los Angeles, leveraging RWM’s tax, insurance, and estate planning experts to offer clients financial guidance that’s personalized to their unique needs.”

The Los Angeles office is further strengthened by Jordan D. Hanson, CFP®, whose experience includes more than eight years as a financial advisor. With an MBA and a Bachelor of Science in Economics from the University of Nevada, Hanson’s expertise will be instrumental in addressing the diverse needs of the Los Angeles market.

“We’ve been serving clients in Los Angeles since the beginning, and it’s always been one of our biggest potential markets because of the fan base we’ve built in the area,” added Josh BrownRitholtz Wealth’s CEO. “With Michelle and Jordan, we’ve finally found the local leadership for us to build our physical presence.”

Founded in 2010 by Barry Ritholtz, chairman and chief investment officer, alongside Brown, RWM has quickly established itself as a disruptive force in the financial industry. The firm’s culture, founded on the principles of transparency, education and putting clients first, has been pivotal in its success and in establishing a nationwide presence.

The influence of RWM extends beyond client service, driven by the innovative spirit and outspoken nature of its founders and team. Ritholtz hosts the Bloomberg “Masters in Business” podcast and regularly appears on Bloomberg TV, while Brown is an on-air CNBC personality and the creator of the new “Downtown Josh Brown” blog. The team’s expertise is further deepened by Michael Batnick, CFA®, managing partner, and Ben CarlsonCFA®, director of institutional asset management, who share their market insights and personal finance strategies via popular podcasts like “The Compound and Friends” and “Animal Spirits.” As co-founders of Future Proof, the world’s first outdoor wealth festival, the RWM team further demonstrates its willingness to challenge the status quo and redefine industry standards.

About Ritholtz Wealth Management

Ritholtz Wealth Management is a Registered Investment Adviser based in New York City that offers a full suite of financial planning and asset management services to high-net-worth households, corporate retirement plans, endowments and charitable foundations. The firm’s core principle is bringing value-added investment and financial planning help to its clients as a fee-only fiduciary advisor. For more information, please visit ritholtzwealth.com, follow us on X @ritholtzwealth and on YouTube at The Compound.



Related Content

Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

Media Kit

    Data Protection

    The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

    The Digital Banker Summit

    Moving on from FTX: is 2023 the year of CBDCs?

    Indonesia, Jakarta

    Thailand, Bangkok

    Philippines, Manila

    Contact Us

      Data Protection

      The information you provide will be held on our database and may be used to keep you informed of our and our associate companies’ products and for selected third party mailings. Please tick the box if you would prefer not to be contacted for these purposes:

      Request Nomination Pack

      Error: Contact form not found.

      The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

      Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

      Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

      The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

      Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. 

      Request Nomination Pack

      Error: Contact form not found.